HOW IT WORKS

From scattered information
to a clearer picture.

You do not have to enter everything at once. Start with one account or asset, then build the perspective that is useful to you.

STEP 01

Review the Terms and Privacy Notice, verify your email and sign in. Your financial workspace starts blank.

STEP 02

Add the supported assets and liabilities you want to monitor. Use manual entry or available import workflows.

STEP 03

Check attributable values, currency, source dates and coverage. See what contributes to assets, liabilities and net worth.

STEP 04

Explore supported performance, cash flow, Attention and scenarios. Follow the detail before making a decision.

YOU STAY IN CONTROL

Clarity without
moving your money.

Synthvero does not trade, transfer funds or manage tenancies for you. It provides a place to monitor information and understand its context.

Synthvero

ILLUSTRATIVE WORKSPACE

YOUR NEXT STEPStart with one source.

A supported statement or file

Review before adding it to your picture

Source informationPreserved

Duplicate relationshipsReviewed

Missing classificationsVisible

Import format and coverage depend on the chosen workflow. Illustration only.

ILLUSTRATIVE DATA · NOT YOUR ACCOUNT

Bring the pieces together. Start with the asset or account that matters most to you.